Digital Wealth Specialist

Digital Wealth Specialist

Permanent Full-Time

Closes April 26th

Anywhere in Saskatchewan

Annual Salary: $64,000 – $76,000

Flexible hours, career development opportunities,
exceptional benefits and pension plan!

 

Innovation Wealth has a bold ambition. We will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfill Innovation’s purpose?  Glad you asked!

Reporting to the Manager of Wealth Services, this position will form part of a digital/virtual team that provides investment solutions and delivers advice to members from anywhere, using various platforms. At the same time, establishes and maintains the existing small book relationships. The focus of this role is to grow and develop investments as well as refer retail business for those members in the building phase of their life. This role will work closely with the Consumer Advisors as well as integrate our digital robo advisor platforms. Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

WIIFY (what’s in it for you):

  • Competitive Salary
  • Diverse and Inclusive Culture that continues to evolve
  • Flexible work arrangement options
  • Strong benefit package
  • 7% Superannuation matched contribution program
  • Attractive variable incentive program
  • Wellness Days to create appropriate work/life balance
  • Paid Education opportunities to ensure our members have the most equipped staff to help them
  • A purpose-driven organization that focuses on the values of Accountability, Integrity and Respect
  • And lots more reasons to love where you work and what you do!

What our team is looking for:

  • A growth mindset that emulates Model, Coach and Care behaviours in every activity and approach
  • A solution mindset that feeds inertia
  • An ambassador willing to promote our team inside and outside the organization.
  • Somebody who is digitally capable and wants to dig into new technology with enthusiasm!
  • Somebody who can work with occasional ambiguity with a focus on process evolution.
  • A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
  • Somebody to sweat the small stuff, but also see the big picture.
  • Personality and Energy – a flair for polish, and you bring your personal, creative touch to everything you do!

What will you do?

  • Identify member and potential member investment needs by analyzing investment portfolio, ascertaining their needs, and analyzing investment opportunities and market conditions and trends.
  • Provide a high level of sales and service of Credential Asset Management and Innovation Wealth investment products, and retirement income investment options to existing and potential members by supporting members virtually by phone, using digital channels, etc.
  • Provide members with individual portfolio planning which identifies the specific diversification strategy that fulfills the member’s needs
  • Support corporate strategies by building relationships with all members of the organization in the area of investments and retirement income investment options, including interaction with the Retail Sales area towards achievement of corporate goals.
  • Support development and the achievement of sales targets, marketing plans, and member service standards supporting achievement of targets and plans.
  • Complete annual review and regular client follow-up to ensure member’s needs are continuing to be met
  • Assess risk when making decisions, ensuring compliance with all regulatory requirements

Some things that would impress us:

  • Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
  • Organized and detail oriented
  • Proven results in strong sales and service skills along with refined relationship building skills
  • Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning,
  • IFIC or Canadian Securities Course
  •  The ability to relate well to members and coworkers
  • A passion for learning and growth

Interested?

Apply Today at www.innovationcu.ca.

Innovation Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada.   In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people.  We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

Manager, Client Experience – Private Wealth Group

Manager, Client Experience – Private Wealth Group

Coastal Community Credit Union – Private Wealth Group

Nanaimo and surrounding Vancouver Island Communities – Hybrid

Position Type: Permanent Full Time

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are seeking a Manager, Client Experience – Private Wealth Group to oversee the administrative support function of our Private Wealth Group Department and provide regional leadership to the team of Client Relations Assistants. If you are a dynamic individual who has a passion for client experience and coaching, but also has a knack for detailed work, we want to hear from you!

What’s the role?

As Manager, Client Experience – Private Wealth Group you are responsible to provide leadership, direction, and coaching to Client Relations Assistant Team and oversee the administrative support function for the Private Wealth Group department. This position also leads and oversees the monitoring of auditing and compliance of licensing requirements of the greater PWG advisory team while providing guidance, mentorship and support in the processing of complex client files. The Manager, Client Experience – Private Wealth Group  is responsible to manage and direct the department functions within established policies and procedures and is accountable for growth by developing a strong team to support services ensuring a high level of operational effectiveness. This role also plays a pivotal role in the oversight, coordination and support of PWG marketing and sponsored community events. As a key member of the Private Wealth Group Management team, you will  have a responsibility to the goals of the department through effective expense processing and administration.

This role is based in Central Vancouver Island with travel required to all Coastal Community locations and offers flexibility for a hybrid remote/office work environment.

 

What are we looking for?

  • Successful completion of a Bachelor’s Degree or diploma in a related discipline (e.g. Commerce and Business Administration) requiring 3 – 4 years of full-time study or equivalent.
  • Minimum six (6) years’ experience as an Investment Advisor or equivalent role.
  • Hold an IIROC license as a Registered Representative in the Province of BC.
  • Hold a Life, Disability and Health Insurance license in the Province of BC required within 12 months of commencement of the position
  • Minimum (8) years progressive financial industry experience considered an asset

Ideally, you are a flexible, collaborative team player with:

  • Proven knowledge of wealth management policies, procedures, practices and general branch operations.
  • A comprehensive understanding of the investment platform.
  • Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
  • Previous experience leading a team considered an asset

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

What we offer you:

  • Competitive salary
  • A comprehensive benefits package including MSP, dental, and extended healthcare
  • Employer paid RRSP benefit
  • Ongoing support for education and career development

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

  • We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
  • We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
  • We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

 

Investment Advisor – South Okanagan

Join our Team!

We measure success by the success of our members and the strength of our local communities. ​By choosing Interior Savings, you give us the power to give back to your community. You help us create local money that stays local – supporting local causes, events, initiatives, and positive local change. Here at Interior Savings we support and value our employees, and work together to strengthen our communities!

Interior Savings is looking to bring a new Investment Advisor to join the Wealth Management Team in the South Okanagan of British Columbia.

The South Okanagan is known for having the warmest weather conditions in all of Canada and with lots of sunshine and a comfortable climate all year round it’s a great four-season destination offering so much to do in the beautiful outdoors.  Not to mention that the region is at the heart of BC’s wine industry.

About this opportunity…

The Investment Advisor supports Interior Savings’ vision of sales & service excellence by developing valuable long-term relationships with members, pro-actively determining & fulfilling their investment needs and providing them sound advice with high-quality, tailored financial solutions to match their financial goals.

Through personal strengths in communication, sales leadership, and initiative you will achieve client’s financial sales goals through a focus on medium to high net-worth investors seeking diverse investment solutions. You will pro-actively manage client relationships, pursue internal opportunities/referrals, and external business growth opportunities.

With proven sales and service ability and the ability to meet and exceed goals and objectives you will identify cross-selling and referral opportunities to other Interior Savings partners, achieve referral objectives, develop external leads, and build referral relationships within the community. You will work as a team member with licensed branch staff to ensure that all member needs are met in a timely, cost effective manner and assist in the education of branch staff regarding Credit Union services and products to pro-actively grow the business. You will also perform other duties as assigned.

What we are looking for….

Education

  • High School diploma/Grade 12 plus two (2) years of formal post-secondary education or equivalent
  • Possess or be willing to work towards the CFP (Certified Financial Planner designation) or PFP designation
  • Canadian Securities course and Conduct & Practices Handbook
  • Must be IIROC licensed

Experience/Knowledge

  • 4-6 years of job related experience in a financial sales & services environment
  • Good knowledge of current domestic and international investment marketplace
  • Good comprehension of all insurance products
  • Knowledge of RRSPs, RRIFs, RESPs, mutual funds, and self-directed plan administration

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

 

Director, Wealth

ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union with funds Under Administration of $456 million and a staff of 35.  We are looking for a motivated and high-performing Director, Wealth to lead our Wealth Management team.   Working amongst a team of respected professionals, the incumbent will be a primary resource for investment transactions over a designated value and will provide investment advice to a range of Credit Union clients.

Specific Accountabilities

  • Providing high-quality investment and financial planning advice and services to members while identifying opportunities for referrals for other products and services.
  • Managing member investment portfolios.
  • Proactively seeking new business and growing/increasing existing member investments.
  • Working with the Wealth team and branch leadership to support wealth growth to implement annual investment financial plan renewals and support wealth growth in the branches.
  • Coaching and mentoring of the wealth team.
  • As a member of the Senior Leadership team, work with the CEO on the credit union’s wealth strategy and ensure the team seeks to grow market share and optimize financial solutions.

Qualifications Required

The ideal candidate will possess the following qualifications:

  • University degree in Commerce, Business or Economics is desirable.
  • Completion of Canadian Securities (CSC) and Conduct and Practice (CPH) courses.
  • Registration with IIROC.
  • Minimum 8 years’ demonstrated success in a comparable role.
  • Designation as Certified Financial Planner (CFP) is an asset.
  • A combination of post-secondary education and work experience will be considered.

At ABCU, growth and development are an important facet of the employee experience, and we encourage all employees to seek opportunities to progress and contribute to ABCU in a meaningful way. Our total rewards program is designed to retain and attract top talent.  This includes a competitive compensation, at-risk pay and benefit program.

Interested applicants should send their resume and cover letter to:

general@abcu.ca

We thank all applicants for their interest, however only those candidates selected for an interview will be contacted.

MoneyWorks Wealth Advisor

MoneyWorks Wealth Advisor – Nelson or Cranbrook  Area

Position Name

MoneyWorks Wealth Advisor

Position Description

An Exceptional Career & Vibrant Lifestyle. Have it all at EKC or NDCU MoneyWorks

 

For more than a decade, East Kootenay Community Credit Union, Grand Forks Credit Union and Nelson & District Credit Union have been partners in providing wealth management services to members. We are MoneyWorks, doing business as EKC MoneyWorks, GFCU MoneyWorks and NDCU MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.

 

CAREER OPPORTUNITY

Wealth Advisor

If you want to join a team who are dedicated to building long term relationships with members, this exciting opportunity is the right career move for you. Reporting directly to the Executive Leader, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of EKC MoneyWorks or NDCU MoneyWorks in the communities it serves. This unique opportunity also provides the opportunity to work with an existing book of business as well as partner with branch staff in identifying referral opportunities.

The incumbent will be self-motivated, and results driven, working a flexible schedule and meeting clients/members needs on their timelines.  Hybrid arrangements will be considered. Travel is required.

Qualifications Required

You are a results-oriented professional and effective decision maker with a commitment to furthering the reputation of the organization in the community. Your positive, adaptable approach equips you with strong relationship building skills and the interpersonal skills to be an effective team member. You are dedicated to a holistic planning approach working with our members.

A minimum of five years’ experience in providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options is preferred. In addition, you will hold or are about to complete the Certified Financial Planner (CFP) designation or equivalent and licensed to sell securities as well as life insurance within BC. Preference will be given to those candidates who hold a post-secondary designation.

Closing Date

When Filled

Job Location

East Kootenay region, West Kootenay region, BC

How to Apply

To learn more about EKC MoneyWorks, please visit our website at www.ekccu.com. To learn more about NDCU MoneyWorks, please visit our website at www.nelsoncu.com.  Additional details about this position are available through the contact information below. We welcome applications from all interested applicants looking to further their career in a dynamic, team-oriented environment. If you are intrigued by this opportunity, please send a current resume and cover letter in confidence to:

Human Resources at MoneyWorks:

We thank all candidates for their interest, however, only those selected for an interview will be contacted

 

Investment Advisor – South Okanagan

Join our Team!

We measure success by the success of our members and the strength of our local communities. ​By choosing Interior Savings, you give us the power to give back to your community. You help us create local money that stays local – supporting local causes, events, initiatives, and positive local change. Here at Interior Savings we support and value our employees, and work together to strengthen our communities!

Interior Savings is looking to bring a new Investment Advisor to join the Wealth Management Team in the South Okanagan.

The South Okanagan is known for having the warmest weather conditions in all of Canada and with lots of sunshine and a comfortable climate all year round it’s a great four-season destination offering so much to do in the beautiful outdoors.  Not to mention that the region is at the heart of BC’s wine industry.

About this opportunity…

The Investment Advisor supports Interior Savings’ vision of sales & service excellence by developing valuable long-term relationships with members, pro-actively determining & fulfilling their investment needs and providing them sound advice with high-quality, tailored financial solutions to match their financial goals.

Through personal strengths in communication, sales leadership, and initiative you will achieve client’s financial sales goals through a focus on medium to high net-worth investors seeking diverse investment solutions. You will pro-actively manage client relationships, pursue internal opportunities/referrals, and external business growth opportunities.

With proven sales and service ability and the ability to meet and exceed goals and objectives you will identify cross-selling and referral opportunities to other Interior Savings partners, achieve referral objectives, develop external leads, and build referral relationships within the community. You will work as a team member with licensed branch staff to ensure that all member needs are met in a timely, cost effective manner and assist in the education of branch staff regarding Credit Union services and products to pro-actively grow the business. You will also perform other duties as assigned.

What we are looking for….

Education

  • High School diploma/Grade 12 plus two (2) years of formal post-secondary education or equivalent
  • Possess or be willing to work towards the CFP (Certified Financial Planner designation) or PFP designation
  • Canadian Securities course and Conduct & Practices Handbook
  • Must be IIROC licensed

Experience/Knowledge

  • 4-6 years of job related experience in a financial sales & services environment
  • Good knowledge of current domestic and international investment marketplace
  • Good comprehension of all insurance products
  • Knowledge of RRSPs, RRIFs, RESPs, mutual funds, and self-directed plan administration

 

Investment Specialist

This is a great opportunity to join an established and well-respected wealth management team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As an Investment Specialist, you will deliver professional financial advice to SASCU members and non-members, primarily focused on savings, investments, and retirement solutions that build a bridge for members as their needs progress towards full financial planning. The Investment Specialist delivers on the SASCU Member Experience by identifying member needs, building sound modular financial plans, and partnering to actively promote the growth of all SASCU products and services.

 

What you’ll do:

  • Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing member and community relationships.
  • Build internal and external networks to capitalize on business referral opportunity.
  • Prepare and present financial strategies appropriate for the achievement of the client’s specific goals and objectives.
  • Provide comprehensive investment, insurance, and financial advice in a way that educates the client and enables them to make sound financial choices.
  • Sell SASCU on- and off-book (mutual fund) investment products.
  • Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts, and providing value-added financial advice that enables the client to improve their financial position over time.
  • Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
  • Serve as an internal resource for SASCU peers in the provision of financial products and services.

 What you’ll bring:

  • Completed post-secondary education.
  • At least 3 years of investment-related experience in a fast-paced professional sales role.
  • Valid and current BC Mutual Funds License (IFIC/Canadian Securities). CFP (or PFP) designation or specialization is an asset.
  • Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

You’re perfect for this role if you have:

  • A proven record of achieving and exceeding sales objectives.
  • Understanding of regulatory and compliance policies and procedures.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • High levels of ownership, accountability, and initiative.

 

This is a full-time Monday to Friday position (flexibility is required to meet member needs). It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $1 billion in assets. Learn more at www.sascu.com

 

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Financial Planner

This is a great opportunity to join an established and well-respected wealth management team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Financial Planner, you will deliver professional financial advice, primarily in the form of investment, retirement, and estate planning, to SASCU members and clients. The Financial Planner enacts the SASCU Member Experience by identifying member needs, building sound financial plans, and partnering to actively promote the growth of all SASCU products and services.

 

What you’ll do:

  • Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing member and community relationships.
  • Prepare and present financial strategies appropriate for the achievement of clients’ specific goals and objectives.
  • Provide comprehensive investment, insurance, and financial advice to educate the client and enable them to make sound financial choices.
  • Sell investment, insured investment, and life insurance products.
  • Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts, and providing value-added financial advice that enables the client to improve their financial position over time.
  • Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
  • Support branch initiatives to build membership base, attract new business, and have a positive impact on the community.
  • Understand and apply all internal and regulatory policy, procedures, and controls to meet compliance requirements and mitigate risk.

 

What you’ll bring:

  • Completed post-secondary education.
  • At least 5 years of financial industry experience in a fast-paced professional sales role.
  • CFP, IFIC, and LLQP qualifications (or equivalents). Additional industry designations or specializations are an asset.
  • Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

 

You’re perfect for this role if you have:

  • A proven record of achieving and exceeding sales objectives.
  • Understanding of regulatory and compliance policies and procedures.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • High levels of ownership, accountability, and initiative.

 

This is a full-time Monday to Friday position. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. In addition, SASCU stewards $235 million in client investments. Learn more at www.sascu.com

 

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Digital Wealth Specialist

Permanent Full – Time 

Closes December 3

Annual Salary: $57,453.60 to $71,817.00

Anywhere in Saskatchewan

Flexible hours, career development opportunities,
exceptional benefits and pension plan!


Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the VP of Wealth Services, this position will form part of a digital/virtual team that provides investment solutions and delivers advice to members from anywhere, using various platforms. At the same time, establishes and maintains the existing small book relationships. The focus of this role is to grow and develop investments as well as refer retail business for those members in the building phase of their life. This role will work closely with the Consumer advisors as well as integrate our digital robo advisor platforms.
Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • you are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
  • You want to help simplify our members lives by offering proactive advice to their day-to-day banking needs in person and digitally
  • Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
  • Organized and detail oriented
  • Proven results in strong sales and service skills along with refined relationship building skills
  • Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course

Interested?

Director, Wealth & Insurance

Are you the kind of leader that can move from operational to strategic “mode” – and vice versa – quickly and confidently? Does the prospect of having a positive impact on the communities we serve in the Shuswap region align with your vision of building on an already successful career? If so, we have a lot to discuss.

We invite you to be part of a team where you can feel good about the work you do. At SASCU, we believe in fostering a supportive work environment that is the perfect blend of friendliness and professionalism. Add in a competitive compensation package and excellent benefits, along spectacular natural scenery, and it’s easy to see why we are an award-winning employer.

This is a uniquely interesting and challenging mandate for someone who enjoys switching from one business area to another – and can move with agility between our Wealth and Insurance lines of business. As the Director, Wealth & Insurance, you will provide leadership to SASCU’s subsidiaries, i.e., a multi-branch Insurance agency and a Wealth division – from recommending and implementing strategies and programs to grow the business, to ensuring that these areas achieve objectives, operate efficiently, and deliver on the SASCU Member Experience. Leveraging your senior management experience, you will also coach direct reports to achieve results, and implement SASCU’s sales and service strategy and tactics.

 

What you’ll do:

More specifically, as Director of Wealth & Insurance, you can expect to:

  • Proactively develop and present Wealth and Insurance strategies to the Vice President, Experience & Brand, that preserve and grow the lines of business, and work with the VP to determine sales targets and Key Accountability Areas for each division;
  • Manage and direct the overall operation of the Wealth division, and monitor Insurance branch activities, ensuring adherence to established policies, procedures and standards;
  • Work with the Branch Managers, Insurance, to identify opportunities to introduce new products and services, make recommendations to maximize business growth, build employee engagement, develop plans, and take action to identify any gaps;
  • Work to identify, negotiate and acquire insurance company contracts, and monitor volume commitments;
  • Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of SASCU are met;
  • Take a strategic approach to analyzing data to identify opportunities and risks;
  • Champion service standards, providing coaching to ensure consistent behaviours and experiences, taking ownership of Member concerns, and resolving, or supporting staff in resolving, complex and/or difficult service situations;
  • Represent Wealth and Insurance within the business community, and work within SASCU to promote these lines of business to employees and Members;
  • Establish positive, productive relationships with external stakeholders in the industries represented by the subsidiaries, across trade associations, in government and regulatory bodies, and within the broader community to ensure successful operations;
  • Role model SASCU’s organizational values and leadership competencies, and ensure strong, open channels of communication and collaboration within the subsidiaries and across SASCU departments.

 

What you’ll bring:

As the qualified professional we seek for the key role of Director, Wealth & Insurance, you will have the following profile:

  • Post-secondary degree, preferably an MBA, and experience in progressively more complex roles in the Wealth or Insurance field, with 7 to 10 years’ combined industry/sales experience, most recently in a senior management role.
  • Completion of a Senior Financial Planning designation (CFP, CIM) or a minimum of a Canadian Accredited Insurance Broker (CAIB), Chartered Insurance Professional (CIP), or Fraternal Insurance Counselor (FIC) designation, preferably with eligibility to act as Nominee.
  • Advanced knowledge of all insurance and wealth products, services, and regulatory requirements, including detailed understanding of revenue streams.
  • Ability to manage complexity, multiple tasks, and priorities for maximum personal and organizational success.
  • Completion of the Life Licence Qualification Program (LLQP), Certified Life Underwriter (CLU) designation, and Branch Compliance Officer Accreditation are assets.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm, and an insurance office in Enderby. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at www.sascu.com.

 

To apply:

This is an exceptional opportunity to take your career to the next level and be part of our exciting future at SASCU! If you are both community-minded and prepared to contribute to a successful and growing organization, please email a cover letter and résumé to hr@sascu.com.

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination (vaccination records or receipts issues by the Province), subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

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